Who sees what
Before you create a user, know exactly what they will see in each role, how to narrow it with scopes, and when their work pauses for your approval.
On this page
Sahl ships with ready-made roles designed for a real shop. Each user has one role, and the owner can narrow it with scopes or adjust it with individual allow and deny items. How to create users is in Creating a user and Roles.
Ready-made roles
| Role | What they do | What they do not see |
|---|---|---|
| Owner | Everything without exception, including features, billing and the subscription. | Nothing is hidden. |
| Manager | Everything in daily work, settings and users. | Editing posting accounts, unlocking closed periods, changing features. |
| Accountant | Full advanced accounting, treasury, financial and tax reports, parties, tax classes, currencies. Views and exports invoices and balances. | Does not edit items and does not create sales or purchase invoices. |
| Treasurer | Receipt and payment vouchers on their cashboxes, cheques (status updates), deposits, creating fund transfers, account statements, the liquidity report, shifts. | Returning or cancelling cheques, items, invoices. |
| Sales officer | Invoices, returns, quotations and orders, customers, shifts, promotions and quick items, saved reports, and everything a cashier does. | Cost and profit, cash refunds for returns without an invoice. |
| Purchasing officer | Supplier invoices, goods receipts, orders and landed costs, suppliers, items in full including cost, balances and stock reports. | Sales, and treasury beyond viewing vouchers and cashboxes. |
| Warehouse keeper | Balances, transfers (create and post), adjustments and counts (create and count; posting is for the manager), stock reports, editing item data, creating a supplier invoice as a draft. | Selling prices and price lists, cost in reports. |
| Cashier | Selling, returns against an original invoice and receipts from the POS app, their own shift. | Practically the whole web panel; no return without an invoice, no cash refund, no cancellation. |
| Salesman | Their customers and invoices and a field receipt from the app, item balances. | Cost and profit. |
| Read only | View and export every screen and report. | Any edit, and cost. |
Restaurants have extra roles: Employee opens tables and takes orders from their device without collecting payment, Kitchen sees the kitchen display only, and Floor manager has every floor operation from transfers, merges, discounts and voids to reservations and reports. See Enabling and setting up the restaurant.
What the menu shows each role
The top bar shows only the groups in which the user is allowed at least one item, and inside each group only the allowed items:
| Group | Who sees it |
|---|---|
| Home (dashboard, approvals, cashboxes and banks, branches, currencies, taxes, users, roles) | Anyone with the dashboard sees the group; users and roles are for the owner and manager, cashboxes and banks for those who see treasury. |
| Items (with inventory) | Purchasing officer in full; warehouse keeper sees inventory items and items without prices; accountant and sales view items and balances. |
| Accounts | Accountant, sales and purchasing (customers and suppliers); treasurer and salesman view only. |
| Sales | Sales officer in full; accountant and warehouse keeper no; salesman from the app. |
| Purchases | Purchasing officer in full; warehouse keeper view and create; accountant view. |
| Documents (vouchers, cheques, transfers, deposits) | Accountant and treasurer; sales and purchasing view vouchers. |
| Point of sale (shifts, promotions, quick items, devices, settings, and restaurant items) | Owner, manager and sales officer; shown only when the POS or restaurant feature is enabled. |
| Reports | Accountant in full; sales and purchasing get the report builder and saved reports; treasurer gets statements and liquidity. |
| Advanced accounting | Accountant, owner and manager, and only after the feature is enabled. |
| Settings | Owner and manager; the accountant sees company data and currencies. |
Scopes narrow the role
| Scope | Limits |
|---|---|
| Branch | One or more branches the user works in. |
| Warehouse | The warehouses they handle and sell from. |
| Cashbox | The cashboxes they receive and pay on; their shift cashbox is chosen from these. |
| Item groups | What the cashier sells; nothing else reaches their device. |
| Amount limit | The maximum for a payment voucher; anything above needs approval. |
Details in Scopes.
Approvals: when work pauses
Three cases automatically send an approval request and keep the document as a draft: credit limit exceeded for a customer whose policy requires approval, discount above the limit, and amount above the user's limit. The manager sees requests under Home, then Approvals and in the notification bell, and approves or rejects with a note.
Tip
Simple mode is on by default and hides quotations, orders, goods receipts, landed costs, salesmen, price lists and advanced accounting from the menu for every role. Enable what you need under Settings, then Features.
Frequently asked questions
Can a user have two roles?
No, one role. But the owner can add individual allow or deny items on top of the role in the user record.
Why does the accountant not see a create invoice button?
Because their role is view and export for sales only. To let them create invoices, grant an individual allow item or change their role.
The cashier does not see some items on their device. Why?
The item group scope on their account decides what reaches their device. Clear the scope so they see everything.